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How Are Diversified Portfolios Holding Up During the Crash?

If you want higher returns, you must accept a higher probability of large losses or other unforeseen risks. And, if you want to dampen large losses, you must accept the prospect of lower returns. There is no stronger relationship in all of investing than risk and reward. And the whole point of asset allocation is calibrating your personal risk profile with your portfolio holdings.

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Returns from the Bottom of Bear Markets

Will you invest at the absolute bottom? Not unless you’re ridiculously lucky. But the point remains that the bigger the losses, the higher the expected returns. This feels like an awful time to buy stocks. That’s usually a good sign.

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What Happens After The Stock Market Falls?

Buy low, sell high. Even if you know nothing about investing, you’ve heard this phrase before. With the S&P 500<sup>®</sup> Index off its highs, investors have an opportunity to execute on the first half of that statement. As stocks decline, they become more dangerous in the short-run but more attractive over the long-run.

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I'm Here to Remind You

You will see and hear amazing things today and this week—in stock prices, in oil prices, in government and central bank response. It's going to be a time you'll look back on. Unprecedented things are taking place. But I'm here to remind you of the things that are now still true and will always be true, regardless of what happens.
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Should I Sell My Stocks?

If you arrived at this website because you are Googling “should I sell my stocks,” relax, breathe, let me tell you how this all works.

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From Paycheck to Portfolio

A decline early in your retirement can have a big impact on the value of your nest egg. You’d have to draw down a larger portion of your portfolio to meet your income needs, while a decline that occurs later might be less hazardous to your wealth.

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The Myth of Consistency

So much effort in investing goes toward "identifying winners." In the world of actively managed mutual funds, we search for managers who can outpace their peers and beat the market.

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The Active Investor's Field Guide

Recent financial innovations have created both a wealth of opportunity and an avalanche of complexity for investors. It has never been easier—or more overwhelming—to take investment risk. With complexity comes the need for simplification. How do investors cut through the noise and take control of their portfolios? This guide offers perspective on the so-called active and passive investing debate, with an eye toward prioritizing diversification, risk management, and investor behavior.

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What's Your Number?

There are four steps to calculating your "retirement number" - the number of dollars you most probably need as a sum of capital from which to draw a lifestyle-sustaining income without serious danger of running through the capital.

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